Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$299K Sell
3,207
-910
-22% -$84.9K 0.02% 231
2025
Q1
$300K Sell
4,117
-100
-2% -$7.29K 0.03% 215
2024
Q4
$254K Buy
4,217
+663
+19% +$40K 0.02% 230
2024
Q3
$267K Buy
3,554
+390
+12% +$29.3K 0.03% 196
2024
Q2
$230K Buy
3,164
+184
+6% +$13.4K 0.02% 209
2024
Q1
$229K Buy
2,980
+448
+18% +$34.4K 0.03% 209
2023
Q4
$156K Buy
+2,532
New +$156K 0.02% 204